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Range · 2 days ago

Tax Planner

NYC Metro Area

Full-time

Onsite

Entry, Mid Level

2+ years exp

Range is on a mission to redefine wealth management through technology. They are seeking a highly skilled Tax Planner to provide expert tax planning and compliance services, optimizing tax strategies for clients in collaboration with Certified Financial Planners®.

AdviceArtificial Intelligence (AI)Financial ServicesFinTechWealth Management

Responsibilities

Complete and file income tax returns for individuals (federal and state)

Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools

Create process flow and monitor tax return milestones with external Tax Preparation Partners

Manage client files, organize workpapers and lead sheets

Communicate effectively and discuss tax planning and tax return results with members

Qualification

Certified Public Accountant (CPA)Enrolled Agent (EA)Tax compliance experienceTax research toolsLaCerte softwareProconnect softwareGoogle WorkspaceBachelor’s degreeTime management

Required

Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required

Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting

Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development

Able to use LaCerte, Proconnect, Google Workspace

Bachelor's degree in accounting, finance or related field